Investment Consulting

Investment consulting is a key service that we offer. We can help trustees and other asset owners set in place strategies to navigate challenging investment markets.

For optimal investment outcomes, it is important that the role of each stakeholder is clarified and appropriate responsibilities assigned. Fund trustees and asset managers must agree statements of investment policy and objectives (SIPOs). We offer advice and assistance in managing the resulting investment structure.

We compile and publish a quarterly investment survey, which provides information on the risks and returns of a wide universe of investment managers, and the major KiwiSaver providers.

This newsletter looks at the issues paper recently released by the Reserve Bank in regard to their review of the Insurance (Prudential Supervision) Act 2010. We discuss the key issues for non-life insurers, perhaps the most important of which is mainta …

In this paper, we examine different distribution mechanisms in use around New Zealand by community trusts, iwi, and other similar organisations. We analyse how three simple distribution rules would fare following a large negative investment shock. The …